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Partial retirement update for employers - October 2023
Applications
We have received a number of partial retirement applications where the AW8 is not fully complete or the employer has not signed the relevant sections.
If you are processing applications for partial retirement, please ensure the…
Partial retirement – November 2023 update
We have updated the partial retirement supplementary form, estimate request form, and factsheets based on feedback. You can download the latest version of the form and factsheets from our website.
Partial retirement supplementary form
Partial…
The Partial Retirement Calculator is available
The issue that was affecting the Partial Retirement Calculator has been resolved.
The Partial Retirement Calculator can be accessed from the partial retirement page of the website: Partial retirement | NHSBSA
As a reminder, members can use the …
Updated information is now available to support members with their Choice 2 decision
Original Choice members who moved to the 2008 Section have not been given the option to reverse their Choice decision as those members could have remained in the 1995 Section.
However, members who had 1995 Section benefits that they decided to move…
Final pay controls reassessment update
The final pay controls (FPC) team received 1,416 applications for reassessment, with 881 of these received in December 2021 alone.
The team have completed 60% of all reassessments received so far and are working hard to complete the remainder as…
Partial retirement update for employers - June 2023
We’re working closely with the Department of Health and Social Care (DHSC), NHS Employers and NHS England to work through the new rules to allow members to take partial retirement from 1 October 2023 and help employers get ready for the change.
The…
Partial retirement calculator is available
The issue that was affecting the Partial Retirement Calculator has been resolved.
The Partial Retirement Calculator can be accessed from the partial retirement page of the website: Partial retirement | NHSBSA
As a reminder, members can use the …
Supreme Court ruling - McCloud and Sargeant
The Supreme Court has refused permission for the Government to appeal the Court of Appeal’s December 2018 judgment in the cases of McCloud and Sargeant. This means that the Court of Appeal’s judgment stands, and that ‘transitional protection’ gave…
McCloud remedy status
An addition has been added to Pension Online that refers to McCloud.
The new Pensions Online functionality will be called ‘McCloud Remedy Status’ and will appear on the list of options from the main ‘Employer menu’ page in Pensions Online and…
Information for employers receiving retirement or ill health retirement applications before 1 October 2023
From 1 October 2023, members with 1995 Section benefits can take partial retirement. You can find more information on partial retirement, including a guide for employers on our Employer hub.
We’ve put steps in place to process partial retirement…